Latest Client Portfolio Management jobs in Kraaifontein

11 Client Portfolio Management Jobs in Kraaifontein

SENIOR FINANCIAL ADVISOR HR Genie - Bellville Provide ongoing financial advice to clients, in collaboration with the Wealth Planners, on portfolio matters such as risk, market trends, investment performance, benchmarks, and insured values. Support... 4 days ago
PORTFOLIO ADMINISTRATOR HR Genie - Bellville Regular interaction with clients, fellow-employees, business management and LISPs to ensure the effective delivery of communication and administrative requirements. Investigate discrepancies (reconciliation... 4 days ago
Wealth Management Assistant Frogg Recruitment SA - claremont, Western Cape Our client a Wealth Management company is looking for a Wealth Management Assistant provides administrative support to a Wealth Manager in all aspects of their portfolio. 3-4 years working experience in... More than 30 days ago
Account Executive – Trade Credit Watershed Consulting - Stellenbosch Purpose of the Role: We are seeking a dynamic Account Executive Trade Credit to manage client relationships, retain and grow a portfolio, and drive business expansion. This role requires excellent communication... R450000 CTC P/A 23 days ago
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Portfolio Administrator

Hire Resolve
Bellville, South Africa Hire Resolve's client, a well-established financial planning firm, is seeking a detail-oriented and organized Portfolio Administrator to join their team in Cape Town. This role plays a key part in supporting... Yesterday
Senior Wealth Assistant - Bellville - Financial Services

Hire Resolve
Bellville, South Africa Hire Resolve is currently seeking a highly motivated and experienced Senior Wealth Assistant to join our client's team at a reputable wealth management firm. The ideal candidate will possess a strong background... 2 days ago
Senior Accountant Vine Recruitment - Paarl, Western Cape Each Senior Accountant deals with a portfolio of clients, where various team-members provide services. I.e. Income Tax Compliance, Payroll, Cash Management and basic capturing are all performed by various... More than 30 days ago
Investment Manager

Hire Resolve
Bellville, South Africa Hire Resolve's client, a leading financing solutions provider focusing on SMEs, is looking for an experienced Investment Manager to join their team. The ideal candidate will be responsible for sourcing... 16 days ago
Managing Director ( Wealth Management Industry )

Hire Resolve
Bellville, South Africa Hire Resolve's client, a well-established wealth management company, is seeking a Managing Director for their Wealth Management Investment Division. The division comprises all the Group's category II investment... 17 days ago
Commercial Insurance Broker - Stellenbosch Negotiable Global Options - Stellenbosch, Western Cape, South Africa We are seeking a driven and enthusiastic Commercial Broker to join our clients growing team. This role involves building and maintaining strong relationships with clients and lead providers, conducting... Negotiable 22 days ago

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